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Name Holding Trade Value Shares
Change
Change in
Stake
WCP
2701
Wick Capital Partners
Pennsylvania
$398K +$334K +6,736 New
TCM
2702
Teza Capital Management
Illinois
$397K -$1.01M -20,345 -75%
RSS
2703
Rosenblum Silverman Sutton
California
$397K – – –
TIA
2704
Trust Investment Advisors
Indiana
$397K +$333K +6,727 New
SWIM
2705
Smallwood Wealth Investment Management
New Jersey
$396K +$332K +6,702 New
AWM
2706
Aspire Wealth Management
Massachusetts
$395K +$331K +6,687 New
HFP
2707
Holistic Financial Partners
Indiana
$393K -$88.7K -1,790 -21%
GA
2708
Greenspring Advisors
Maryland
$393K +$330K +6,651 New
SFS
2709
Security Financial Services
Indiana
$393K +$330K +6,657 New
FA
2710
Fermata Advisors
California
$392K +$36.7K +740 +13%
KFA
2711
Krane Funds Advisors
New York
$391K -$121K -2,433 -27%
BG
2712
Benedetti & Gucer
Georgia
$391K -$27.6K -557 -8%
TPWM
2713
Twelve Points Wealth Management
Massachusetts
$391K +$328K +6,616 New
NAG
2714
Northstar Advisory Group
New Jersey
$391K +$328K +6,624 New
AF
2715
Aldebaran Financial
$390K +$198 +4 +0.1%
TFGT
2716
TS Financial Group (TSFG)
Illinois
$389K +$80.2K +1,619 +33%
MKA
2717
M. Kulyk & Associates
Georgia
$389K +$327K +6,595 New
SG
2718
Somerset Group
Minnesota
$387K – – –
TIM
2719
Total Investment Management
Arizona
$386K -$13K -263 -4%
PGAM
2720
Princeton Global Asset Management
New Jersey
$384K -$3.17K -64 -1%
CM
2721
Castleark Management
Illinois
$384K – – –
RWM
2722
RBA Wealth Management
California
$384K +$322K +6,495 New
LSA
2723
Lion Street Advisors
Texas
$383K – – –
PCM
2724
Penserra Capital Management
California
$380K +$319K +6,440 New
FWP
2725
Firethorn Wealth Partners
Georgia
$379K +$318K +6,415 New